Wealth Management Associate Program

3 weeks ago

Toronto, Ontario, Canada Scotiabank Full time
Unlock Your Potential in a Wealth Advisory Role

Are you a sales and entrepreneurial-minded individual looking to build a career in a Wealth Advisory role? Scotiabank is seeking a Wealth Management Associate to join our team and help clients achieve their financial goals.

About the Role

This is a 5-month salaried program aimed at developing sales and entrepreneurial-minded individuals into a Wealth Advisory role. The program is focused on building a foundation for success centered on developing core financial planning skills and complementary client discovery skills attained through the wealth planning process.

Key Responsibilities
  • Develop and maintain strong client relationships
  • Provide financial planning and advisory services to clients
  • Build and maintain a network of professional contacts
  • Stay up-to-date with industry trends and developments
What We Offer
  • A comprehensive training program that will lead you to the Certified Financial Planning (CFP) Designation/Institut québécois de planification financière (IQPF)
  • Opportunities within the Wealth Advisory businesses to gain exposure as to how these areas apply to an overall wealth strategy for a client's life
  • Placement in a Scotiabank Wealth Management office to work with wealth teams to gain relevant and practical experience, complementary training, and support to help prepare you to attain licensing requirements associated with transitioning into a Wealth Management Advisory role
Requirements
  • Completing an undergrad or master's degree by June 2025, or you are an experienced worker and have developed a passion for client relationships and financial advice
  • A strong aspiration to build a career in a Wealth Advisory role
  • A curious, competitive critical thinker who thrives in change and collaborating with others
How to Apply

Please complete all three steps below:

  • Complete your PLUM Profile and save as a screenshot
  • Complete a short one-way video interview
  • Apply to the role and when the application asks for your resume, instead upload the screenshot of your PLUM Profile

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